News and insights

We were a proud partner at this year’s AFR Property Summit bringing together the industry’s most influential commentators from across the sector.

We have summarised the key insights gathered by the MA Financial team including an outlook for Australia’s economy, interest rates and its commercial and residential markets.

In his latest insight, Fund Manager Daniel Hargraves explains what makes alternative real estate ‘alternative’, the advantages of these operational assets, and the key factors driving rising investor demand.

Real Estate Credit Portfolio Manager Cathy Houston discusses the range of challenges the construction industry has faced and the importance of seeking a disciplined real estate credit manager during these times .

Defensive in nature with a relatively attractive, resilient return profile, by design real estate credit can be shielded from the impacts of inflation. It can be an attractive through-the-cycle option for investors now both cyclically and structurally.

In his latest insight, our head of Real estate credit, Drew Bowie, explains why non-bank lenders are not all equal, outlining what makes a great manager and why a careful approach is necessary.

Marinas are a specialised alternative real estate asset providing a critical function within Australia’s recreational boating industry. Underpinned by positive sector fundamentals, marinas are a defensive investment generating operating cashflows that provide protection from inflation risk and the potential to deliver attractive long-term risk adjusted returns.

In an interview with AusBiz’s Kyle Rodda, our Head of Real Estate Credit, Drew Bowie, provides an introduction to the asset class and its advantages in a rising interest rate environment.

Through a series of three insight pieces, our Head of Real Estate Credit, Drew Bowie, provides an introduction to real estate credit, exploring its fundamental attributes and advantages.

As in all investment decisions, the experience and track record of the asset manager is an important factor. So, what are the key questions investors should ask when considering investing in real estate credit?

The cyclical and structural case for investing in the private market alternative of real estate credit is strong. As part of a diversified portfolio, it can offer a reliable and inflation-adjusted income return.

Equally important is the defensive strength and clear line of sight for downside capital protection provided by the security attached to its underlying investment – the first ranking mortgage.

As higher inflation and interest rates place pressure on household budgets, where are Australians prioritising spending?

In his latest insight, Hospitality Fund Manager, Daniel Hargraves explains why we believe despite these headwinds the renewed focus on social connection and community and the simplicity of the local hotel (pub) as a reliable, relatively low-cost, quality form of entertainment offers a viable option for the summer ahead – as it has done for over 100 years.

As the world transitions to a higher inflation/lower growth environment and new interest rate regime, the chaos in the bond market reminds investors of the role the commercial office sector has the potential to play as a ballast for reliable income yield.